Bleakley Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bleakley Financial Group’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	12,588 +2,052	+19%	+$228K	0.02%	555
2026 Q1	$1.06M	Buy	+10,536	New	+$1.08M	0.02%	517
2025 Q1	–	Sell	-5,563	Closed	-$506K	–	729
2024 Q4	$506K	Hold	5,563	–	–	0.02%	619
2024 Q3	$511K	Sell	5,563 -71	-1%	-$6.35K	0.02%	594
2024 Q2	$496K	Hold	5,634	–	–	0.01%	618
2024 Q1	$514K	Hold	5,634	–	–	0.01%	608
2023 Q4	$446K	Sell	5,634 -1	-0%	-$73	0.01%	625
2023 Q3	$407K	Sell	5,635 -567	-9%	-$42.8K	0.01%	591
2023 Q2	$465K	Buy	6,202 +1,608	+35%	+$115K	0.01%	607
2023 Q1	$329K	Sell	4,594 -407	-8%	-$29.1K	0.01%	686
2022 Q4	$342K	Buy	+5,001	New	+$344K	0.01%	656

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Bleakley Financial Group's IJK Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q2 2026, buying an estimated $228K and bringing the position to 12,588 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #555.

Bleakley Financial Group first reported a position in IJK in Q4 2022 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Bleakley Financial Group held 12,588 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.48M as of Q2 2026.
Bleakley Financial Group bought 2,052 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $228K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #555 holding.
Bleakley Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.